← Back to overviewMicrosoft 365 project office setup
Microsoft 365 project office setup
If project files, actions and approvals are scattered across folders and chats, we can set up a practical Microsoft 365 workspace around your delivery process. The work starts with the files, meetings and decisions the team actually needs to manage, not a generic technology template.
Plan the workspace around the work
We first map the project stages, regular meetings, document types, approval points and people who need to work together. From that, we agree a simple folder and library structure, Teams channels, action or decision lists, templates and access groups. Your Microsoft administrator retains control of the tenant and makes final security decisions.
- SharePoint library and metadata structure for the documents the team must control.
- Teams channels matched to workstreams and the meetings that produce actions or decisions.
- Proposed Microsoft Entra access groups for client review and implementation by authorised administrators.
- Word, Excel and PowerPoint templates for recurring reports, registers and meeting papers.
Set it up, test it and hand it over
We configure the agreed workspace, test it with the people who will use it and document the setup. Szabolcs can handle Microsoft 365 administration with your authorisation, including accounts, access and onboarding. We agree any device, security and licensing responsibilities with you or your existing IT provider before making changes.
Keep the workspace useful as work changes
As the project moves from planning to procurement, delivery or close-out, we can review naming, templates, registers and working habits with the project lead. Changes to permissions or tenant-wide settings are specified for client approval and carried out only through the client’s authorised route.
Good fit
Who this service can help.
- Project directors establishing a new project office or joint workspace.
- Contractors and technical consultancies moving from scattered cloud storage to a clearer working structure.
- Teams that need agreed access groups, document ownership and a reliable way to find current files.
Boundaries
Keep the boundaries clear.
- Open-ended general IT helpdesk support without a project-office need.
- Buying or repairing hardware as a standalone service.
- A request to remove sensible access controls or document ownership.
FAQ
Clear answers about scope and fit.
Can Attenta Partners set up our Microsoft 365 environment from scratch?
We can design and configure the project-office elements of a new Microsoft 365 workspace, including Teams, SharePoint libraries, templates and working registers. Your authorised Microsoft administrator remains responsible for tenant, licensing and security administration.
How do you handle data security and access controls?
We agree who needs access to each workspace and document the proposed groups for your authorised administrator to review. We do not promise a particular Microsoft configuration, residency setting or retention outcome; those depend on the client’s tenant, licences and policies.
Do you support laptop setup for new team members?
Yes. We can prepare the onboarding checklist, project materials, accounts and access included in the agreed scope. We confirm who handles devices, software and licences before the starter joins.
Related situations
Related situations.
Templates and checklists for this work